Commercial Account Manager, Portfolio Management

Hybrid

Posted about 1 year ago

Commercial Portfolio Management

Job Description

The Work

As part of a growing and dynamic Commercial Portfolio Management team, the Account Manager is responsible for underwriting renewals, assumptions, and annual reviews relating to all commercial mortgage product types. The Account Manager must adhere to established policies and underwriting standards, meeting compliance and control requirements, while providing solutions to clients in a timely manner in order to achieve service goals, as well as annual retention targets. Additional credit related and administrative duties are required, such as reporting, pipeline management, as well as managing relationships with external business partners and various staff within the Commercial Department & other internal departments.

Responsibilities

The core parts of your role would be to:

On a daily basis, the incumbent will manage renewals, assumptions, annual reviews, and ad-hoc requests, in order to meet prescribed deadlines. Attention must be made to ensure that compliance with the Bank’s established lending guidelines, risk appetite, and procedures are followed with recommendations submitted to the appropriate level of authority for approval. The incumbent is responsible to ensure all lending criteria, including maintaining acceptable ROE thresholds, have been satisfied on deals underwritten, and outstanding documentation or conditions, if any, are being met in a timely manner.

On a daily basis, the incumbent is responsible for ensuring superior customer service is being delivered.

On a daily basis, the incumbent will communicate with external contacts (partners, brokers, counsel, etc.) and internal contacts (management, funders, coordinators, etc.) to ensure all transactions and ad-hoc requests are meeting prescribed deadlines in a timely and efficient manner while delivering superior customer service.

On a daily basis, the incumbent will be responsible for contributing to special projects as assigned from time to time.

Job Complexities/Thinking Challenges

The position requires an individual to be a self-starter and make sound underwriting decisions as efficiently as possible. The incumbent should be prepared to manage files of greater complexity at all times and shall possess strong cognitive skills, professional judgement and the ability to work independently with minimal supervision to properly assess individual transactions and rely on past experiences to assist in mitigating risk. The incumbent is required to follow corporate policies, procedures and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. In some cases, viability is assessed with limited access to information or documentation. As such, the incumbent must be able to draw on specific product/document knowledge to assess suitability.

Requirements

Let's Talk About You!

Proficient underwriting skills preferably with a minimum 3-5 years’ commercial mortgage experience and/or SFR underwriting experience

Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada

Post-secondary education (diploma/degree) preferably in business or finance

Bilingualism (French/English) is considered an asset

Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affective the commercial mortgage market

Good working knowledge of MS Office (primarily Word and Excel)

Effective analytical and problem solving skills

Strong organizational and time management skills

Ability to handle multiple competing priorities

Strong negotiation skills

Demonstrated ability to work independently to achieve goals

Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner

Ready to Apply?

Take the next step in your career journey

Apply Now

About the job

Posted on: Jul 4, 2025
Job type: Full-time
Location: TorontoHybrid

Keep looking

Related roles you might like

15 open positions

Content Manager, Reverse Mortgage

EQ Bank

HybridFull-time1 day ago

Commercial Account Manager, Portfolio Management

Job Description

Responsibilities

The core parts of your role would be to:

Job Complexities/Thinking Challenges

Requirements

Let's Talk About You!

Ready to Apply?

About the job

Related roles you might like

Content Manager, Reverse Mortgage

Senior Director, Financial Planning and Analysis

Creative Director, Head of Internal Agency

Head of Brand Strategy and Governance

Senior ServiceNow Engineer

Intern - Commercial Portfolio Management, BES, Winter 2027

Cloud Platform Engineer

Intern - Sales Operations & Strategy Associate Winter 2027

Vice President, Integration Management Office

Intern - Financial Analyst, Starting Fall 2026

Intern - Office Experience and Facilities Winter 2027

Intern, Business Analyst (PC Insurance), Winter 2027

Bilingual Residential Mortgage Funder

Corporate Secretary

Vice President, Personal Lending Transformation

Browse more jobs like this

Category

Job type

Work arrangement